Internal Wholesaler

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

About the role

In this role you will develop and grow business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison with those individuals and entities. This involves collaborating with field leaders to design and execute against sales and marketing plans, as well as working with agency principals and agents to educate on and recommend products. You will also be responsible for independently growing and developing dormant agencies/agents. This role sits in either our Addison, TX or Montpelier, VT locations and uses virtual meeting tools to connect with field leaders, agents and agencies. There may be periodic travel to various agencies and conferences.

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Responsibilities

• Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, using prospecting tools and educating agencies and agents on NLG products and processes
• Establish, manage, and grow strong relationships with existing strategic accounts with large growth potential
• Provide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholders
• Independently grow and develop dormant agencies/agents
• Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goals
• Develop and collaborate on account specific strategies and marketing plans to deliver growth
• Onboard and educate new agents regarding NLG products and processes
• Ensure ongoing communication about policy/agent activity with internal groups (new business, underwriting, contracting, etc…)

Requirements

• 1-3 years industry experience in life and annuity products
• Industry certifications, such as CLU, CFP or ChFC
• Ability to drive growth and increase presence and market share for assigned accounts
• Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment
• Excellent verbal and written communications skills

Preferred Qualifications

• Understanding of compliance and regulatory standards for life and annuity products

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength. All Applicants Are Expected To:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work
• Stay curious and open to new AI-enabled ways of working
• Exercise sound judgment by reviewing and validating AI-generated content
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property

Benefits

Your benefits start day one and are flexible and customizable to you and your family’s specific needs. Benefits may include:

• Medical, financial, and other benefits (including 401(k) eligibility)
• Various paid time off benefits, such as vacation, sick time, and parental leave
• Eligibility to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs

Pay

The base pay range for this position is $52,875 - $77,550 USD. The final salary offered may vary based on factors such as prior experience, job-related knowledge, education, training, certificates, current business needs, and market factors. Additional compensation may include discretionary annual incentive programs.

Schedule

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days: Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.